Everest Financial Advisors offers personalized investment management and financial planning services. They work with clients to understand their financial goals, risk tolerance, and other relevant information to develop a tailored strategy. Services include investment management, financial planning, and selection of other advisors. They may use sub-advisors to manage a portion of client accounts. Financial planning services include annual retainer options with ongoing advice and consultations.
Fee Structure
Everest Financial Advisors charges a percentage of your portfolio each year for investment management services, ranging from 0.50% to 1.50%. This fee is calculated based on the value of your account at the end of each quarter and is billed quarterly. The advisory fee is negotiable depending on your individual circumstances.